GeoWealth Information

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Summary

GeoWealth is a private company that has been in the industry for 22 years. The company currently specializes in the Financial Services, Application Software, Enterprise Software areas. The position of the President is occupied by Colin Falls. Its headquarters is located at Chicago, Illinois, USA. The number of employees ranges from 25 to 100. The annual revenue of GeoWealth varies between 5.0M and 25M. To connect with GeoWealth employee register on SignalHire.

Organization Website

geowealth.com

Social Links

linkedIn

Phone Number

312.219.9160

Industries

Headquarters Location

444 N. Michigan, Chicago, IL, 60611 US

Employees Size

100-200 employees

Specialties

Financial Technology & Services, Portfolio Construction & Management, Investment Strategies, Back Office, Billing, Reporting, Model Portfolios, OCIO, Aggregation, Reconciliation, Trading, Outsourced Trading, Middle Office, Fintech, WealthTech, TAMP, Turnkey Investing, Turnkey Asset Management

SIC Code

7372

DMA Code

Chicago Metropolitan Area

Founded

2010

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
2015Privately
Held
25 - 100 5M $7.6M
2013Public
Company
100 - 250 12M $25.3M
2009Privately
Held
500 - 1.0K 23M $314.1M
2006Privately
Held
100 - 250 5.1M $226M

Employees Turnover 4 quarter 2025

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Length of Employment
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Employee tenure at GeoWealth shows a diverse range of experience levels:
7% have been with the company for less than 1 year11% for 1–2 years22% for 3–4 years11% for 5–7 years15% for 8–10 years33% have over 11 years of service at GeoWealth
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FAQ

GeoWealth operates in the Finance industries. More details can be found on the official website: geowealth.com.
The headquarters of GeoWealth are located in Chicago, United States.
The current CEO of GeoWealth is Colin Falls
You can contact GeoWealth by phone at 312.219.9160.
GeoWealth currently employs 100-200 people.
GeoWealth's revenue is approximately 5.6M.
Well-known competitors of GeoWealth include RobustWealth, Solovis, Personal Capital and Tandems.

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